OWL AND ORE WEALTH PLANNING

OWL AND ORE WEALTH PLANNING of PLEASANT HILL, CA is an SEC-registered investment adviser (CRD 283734). Regulatory assets under management: $57.3M.

Registration

• CRD: 283734
• Type: Registered investment adviser
• Location: 3478 BUSKIRK AVE #1000, PLEASANT HILL, CA, 94523
• Phone: (925) 719-9297
• Latest filing: 2026-01-29
• Regulatory AUM: $57.3M
• Discretionary AUM: $57.3M
• Clients: 1
• Accounts: 289

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283734 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search